Wednesday, January 22nd 2020
ASML to Deliver 35 EUV Systems in 2020
In a 2019 earnings call ASML, a Dutch company that is currently the world's largest semiconductor lithography supplier has been talking about the company's records and what awaits them in the future. In its 2019 earning report, ASML was forecasting the delivery of as much as 35 EUV systems in 2020. It is not a forecast per se, but rather a known fact since factories order their equipment months before they need to use it. Having previously delivered 26 EUV systems in 2019, the plan for the coming years is to boost the EUV system shipments by as much as 40% yearly. With plans to ship between 45 and 50 EUV systems in the year 2021, AMSL sees a strong revenue gain in the coming years. What is driving the demand for these machines is the use of ever-smaller semiconductor manufacturing nodes. Even at 7 nm, there is almost a need to use EUV lithography, and as you drop in size the lithography challenge becomes real, the use of EUV becomes a necessity.
11 Comments on ASML to Deliver 35 EUV Systems in 2020
'Oops, we lost a ship'
www.irishtimes.com/news/crime-and-law/libyan-warlord-paid-1-35m-for-ex-irish-naval-vessel-sold-by-ireland-for-100-000-1.4112621
"The embargo was breached by a company in the United Arab Emirates (UAE), about a year after the decommissioned vessel was sold by the State to a Dutch shipping broker, according to a UN report.
The State sold the offshore patrol vessel for €110,000 to the Dutch company. The Dutch company sold it a year later, for $525,000 (€473,000), to the company in the UAE, which almost immediately sold it to a company in Libya for $1.5 million (€1.3 million)."
All they had to do was reinstall the guns and presto.
And apparently this stuff happens more often, too.
Dont send it to China and you risk them just making their own so no more money for you.
In reality, the only reason they didn't go to China (excluding Taiwan) is because of the poisonous US policy and the lack of protection from the European Union.
The main reason to not go to China is because while there is money to be made, the risk is high and you will never get truly integrated in that economy. All sorts of limitations for foreign companies. Investing in China is a bit like winning the lottery; attractive, but once you've won, how is that going to help your business in the long run?
And about the US... the Dutch Ambassador from the US (Paul Hoekstra) may be a total dickhead, but he got it right several times now: 'Invest in NATO, you lazy sods' and 'Don't sell ASML IP to China'. These are both strategically very important for us IMO, the benefit is mutual.
Titles:
ASML Holding Could Become Involved In A Tech War Between The U.S. And China
Dutch company caught in crossfire of Sino-US feud for tech supremacy
ASML chip tool delivery to China delayed amid US ire
Trump administration pressed Dutch hard to cancel China chip-equipment sale
US ambassador confirms pressure to refuse ASML export licence for China